Security Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Security Financial Services’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$322K	Hold	2,596	–	–	0.04%	159
2026 Q1	$277K	Hold	2,596	–	–	0.04%	163
2025 Q4	$307K	Hold	2,596	–	–	0.05%	178
2025 Q3	$304K	Hold	2,596	–	–	0.05%	176
2025 Q2	$276K	Hold	2,596	–	–	0.05%	166
2025 Q1	$234K	Hold	2,596	–	–	0.05%	158
2024 Q4	$261K	Hold	2,596	–	–	0.05%	150
2024 Q3	$244K	Hold	2,596	–	–	0.05%	154
2024 Q2	$237K	Hold	2,596	–	–	0.05%	150
2024 Q1	$219K	Buy	+2,596	New	+$209K	0.05%	176

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return